INVESTMENT BANKING

Submitted by-
Anchal Rai
Anika Agrawal
Aayushman Rudra
Abhishek Verma
Aman Gupta
Animesh Mosi
Anushka Gupta
 MEANING OF INVESTMENT
BANKING

• Financial intermediaries that acquire the savings of people and direct these funds into the
business enterprises seeking capital for the acquisition of plant and equipment and for holding
inventories

• Long term financing, security, merchandiser, security middlemen

• Capital formation, advisory services

History of Investment Banking
• First modern American Investment Bank was established by JAY COOKE during civil
war era
• Post civil era financial services evolved dramatically
• In 1933 Investment and commercial banking was separated through the GLASS-
STEAGALL ACT
• Early 20th century JP MORGAN, Brown Bros. & Co., etc dominated the market by an
oligopoly
• Growth of Investment Bank was a response due to demands for technological changes
and globalization
• After global financial crisis in 2008 gave rise to alternative financial institutions
ROLES OF INVESTMENT BANKING

Giving
advices

Investment
Research
management

Providing
Trading
financing
FUNCTIONS OF INVESTMENT BANKING

MERGER AND
IPO
ACQUISITION

RISK INVESTMENT
MANAGEMENT BANKING

MERCHANT
BANKER
 EXAMPLE:
•JPMorgan Chase.
•Goldman Sachs.
•BofA Securities.
•Morgan Stanley.
•Citigroup.
•Credit Suisse.
•Barclays Investment Bank.
•Deutsche Bank.
 ORGANISATION STRUCTURE
Board of
Directors

Chief Executive
Officer (Jamie
Dimon)

VP Govt. & Chief Financial Chief Risk VP Marketing VP Human

Development Officer Officer (CMO) Resources

Assistant Assistant Assistant Human Resource

Manager CSR Risk Manager
Manager Payroll Manager PR Manager
 General Body

Board of
Directors AGM AGM

Chairman CEO At the Head At the Regional

Organization
Office Level Office Level

Structure Executive
Director
Manager Manager

of HDFC Bank Chief General

Asst. Manager Asst. Manager

Manager
Asst. Manager Asst. Manager

General
Manager
THANK YOU